Cherwell One-Step™ Actions: Challenge: Manual, Inefficient Service Desk Tasks and Workflows

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DATA SHEET | CHERWELL® SERVICE MANAGEMENT

CHERWELL ONE-STEP™ ACTIONS

Challenge: Manual, Inefficient FEATURES


Service Desk Tasks and Workflows • Automation of simple and complex
workflows
Manual IT service management (ITSM) processes are not only inefficient,
but they also limit the effectiveness of your service desk team. Perform- • Role-based, multi-level security
ing manual workflows, whether simple or complex, result in miscommu-
• 100+ out-of-the-box workflows
nication, errors, and wasted time. In order for routine, yet important
processes to be initiated and fulfilled effectively, workflows must be • Mobile technician enablement

planned from start to finish and automated as much as possible. • Graphical setup wizard

Solution: Cherwell One-Step Actions • Integration with third-party products

Cherwell One-Steps, which are built into the Cherwell® Service Manage-
ment platform, allow you to build simple or complex workflows without
coding or scripting. With One-Steps, you can initiate one or more defined BENEFITS
actions, such as sending email notifications, prompting knowledge
• Maximize operational efficiency through
article review, changing the status of records, warning staff of untouched
automation of routine tasks
tickets, and more.
• Improve end user productivity with faster
By utilizing One-Steps, you can automate processes without relying on
time to resolution
costly development resources—allowing your team to deliver services
more quickly and cost effectively, and freeing up staff to focus on more • Reduce errors and standardize outcomes
strategic initiatives. via consistent, automated processes

• Reallocate technician time to focus on


more strategic business needs

• Boost service quality through more


consistent and efficient service delivery

© 2017 Cherwell Software, LLC. All Rights Reserved. www.cherwell.com


KEY FEATURES AND CAPABILITIES:

Automation of Simple Mobile Technician Enablement


and Complex Workflows Field staff can quickly perform common tasks such as
Automate actions against single records, groups of tracking task times, searching for configuration informa-
records, or pre-defined search results in order to kick off tion based on a barcode scans, attaching pictures to
activities such as automated request fulfillment, incident incidents, and creating problems from incidents.
triage, remediation, and standard change execution.
These actions can be initiated manually or automatically Graphical Setup Wizard
based on pre-defined conditions or attributes.
The graphical setup wizard provides simple configuration
capabilities to manage, create, edit, and delete One-Steps.
100+ Out-of-the-Box Workflows
Pre-configured processes are available out-of-the-box, Integration with Third-Party Products
such as creating problems or new catalog items, canceling
One-Steps can dynamically call a Web Service in order to
service orders, and launching password resets. These
integrate with and exchange data with third-party prod-
actions can be easily configured to meet your needs.
ucts.

Role-Based, Multi-Level Security


Authorize access to initiate One-Step actions based on
custom role-based permissions.

© 2017 Cherwell Software, LLC. All Rights Reserved. The Cherwell name and logo are trademarks of Cherwell Software, LLC.
All other trademarks, service marks and trade names referenced in this material are the property of their respective owners. www.cherwell.com

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